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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $514,352 | $101,063+408.9% | $81,473+531.3% | $147,586+248.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.70% | 32.41%-17.7pp | 38.78%-24.1pp | 578.59%-563.9pp |
| Employer contribution / active EE | $24,000 | $3,206+648.7% | $2,568+834.6% | $4,876+392.2% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,614 | $5,812+13.8% | $4,561+45.0% | $10,886-39.2% |